LWM
VWE

Liberty Wealth Management’s Vintage Wine Estates, Inc. Common Stock VWE Stock Holding History

Liberty Wealth Management’s Portfolio VWE Stock Details VWE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-2,000
Closed -$21K – 1161
2021
Q3 		$21K Buy
+2,000
New +$20.9K 0.01% 640

Other funds holding VWE

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return
RCMC
RK Capital Management (Colorado) Denver, Colorado $324K AUM 47.52% 1-Year Est. Return
CC
Caspian Capital New York $103M AUM
WMSA
Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
ECM
EMC Capital Management Houston, Texas $225M AUM 25.8% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

Liberty Wealth Management's VWE Position: Q4 2021 in Review

Liberty Wealth Management sold out of Vintage Wine Estates, Inc. Common Stock (VWE) in Q4 2021, closing a stake of 2,000 shares — an estimated $21K sold.

Liberty Wealth Management first reported a position in VWE in Q3 2021 and held it in 1 quarter. The position peaked at $21K in Q3 2021. 66 funds tracked by Wall St. Rank hold VWE as of Q4 2021.

  • Liberty Wealth Management reported no remaining Vintage Wine Estates, Inc. Common Stock position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 2,000 Vintage Wine Estates, Inc. Common Stock shares in Q4 2021, an estimated $21K.
  • Liberty Wealth Management first reported a position in Vintage Wine Estates, Inc. Common Stock in Q3 2021 and held it in 1 quarter.
  • Liberty Wealth Management's Vintage Wine Estates, Inc. Common Stock position peaked at $21K in Q3 2021.
  • 66 funds tracked by Wall St. Rank held Vintage Wine Estates, Inc. Common Stock as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.